Flexible & Confidential
Confidence · Clarity · Continuity
Virtual delivery with secure document handling keeps your financial information protected while preserving your schedule.
A Trusted Accountant
Trusted Accounting Leadershipfor individuals and businesses
Stephen D. Phillips, CPA partners with clients to deliver tailored tax solutions and accounting oversight— providing the dependability you deserve from your advisor.
About the Practice
Tailored Counsel. Dependable Results.
Stephen D. Phillips, CPA delivers full-service accounting support—from business and individual tax services to comprehensive bookkeeping and outsourced accounting solutions. Remote engagements are available nationwide with in-person consultations by appointment.
The practice focuses on individual tax returns, start-ups, self-employed professionals, and businesses with fewer than 100 employees. Every engagement balances high-quality execution with cost-conscious rates so clients save time, reduce risk, and remain confident in their financial position.
Industry Depth
Confidence · Clarity · Continuity
Focused insight for start-ups, closely held businesses, and self-employed professionals navigating everyday and complex obligations.
Outcome Focused
Confidence · Clarity · Continuity
Exceptional service provided at the highest level of integrity, allowing you to rest easily knowing you and your business are being delivered a fully inclusive product.
Services
Comprehensive Services
Every engagement starts with a focused discovery session. Explore the services available to support your accounting and tax objectives.
Tax Preparation & Future Planning
Full-service preparation and proactive planning so individuals and businesses can stay compliant while looking ahead with confidence.
Core Service
Tax Issues
Evaluation of prior filings, amendments, and notices to determine next steps and resolve outstanding tax questions efficiently.
Core Service
Bookkeeping & Outsourced Accounting
Bank reconciliations, vendor invoice, payables and receivables management, payroll processing, and monthly close procedures handled with controller-level oversight.
Core Service
Sales & Use Tax
Monthly calculations and filings that keep sales and use tax compliant across jurisdictions while reducing administrative strain.
Core Service
Internal Controls
Assessment and refinement of control structures so risks are mitigated and reporting remains accurate, timely, and audit-ready.
Core Service
Start-Up Advisory
Entity formation guidance, cash-flow planning, and early-stage advisory to help emerging businesses make informed decisions from day one.
Core Service
Principal Profile
Meet Stephen D. Phillips, CPA
Stephen D. Phillips is a CPA and former Big Four senior accountant with EY. Over the course of his career he has partnered with business owners, CFOs, and controllers across organizations of every size, supporting their accounting, assurance, and operational needs with steady guidance.
Stephen also brings hands-on experience serving high-net-worth clients and their companies, providing tax and accounting services tailored to their personal and business goals. His passion for helping clients succeed drives the responsive service, direct access, and practical perspective he brings to every engagement.
Licensed in CATrusted Advisor Since 2017Virtual & In-Person
Get in Touch
Connect with Stephen D. Phillips, CPA
Reach out to discuss accounting, tax planning, or advisory needs. Messages receive a response within one business day.
Office Location
San Diego, CA
In-person meetings available by appointment
Direct Line
(703) 297-6370Monday – Friday, 9am to 6pm PST • Saturday (Tax Season Only), 10am to 6pm PST
Secure document exchange arranged after introduction
Schedule
Book a Consultation →Virtual and in-person options available